Energy for AI: South Korea and France Combine Atoms and Algorithms

The best response to the energy crisis in AI is building nuclear power plants. On April 2, President of the Republic of Korea Lee Jae-myung and the French government agreed to expand strategic cooperation. The focus is the symbiosis of artificial intelligence and nuclear energy.

This pact fits perfectly into our macroeconomic picture. Yesterday, S&P Global stated that Big Tech's AI CAPEX is hitting an electricity deficit (energy shock). Korea (which adopted a national plan for total digitalization a few days ago) is solving this physical problem by cooperating with Europe's main nuclear hub—France. Computing power requires a stable base load generator without a carbon footprint, and next-generation nuclear reactors are becoming the main hardware driver for the development of LLM infrastructure.

Source: Reuters / Yonhap